Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 13, 2026 Q4 2025

Charlie Munger

Daily Journal Corp
  • WFC
  • BAC
  • BABA
  • USB
Charlie Munger's Q4 2025 Portfolio
Portfolio Value 257 Million
Stocks 4
Filing on Jan 13, 2026 Q4 2025

Granite Group Advisors, LLC

  • DIS
  • MSFT
  • AAPL
  • ITT
  • PNC
  • JPM
  • MS
Granite Group Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 177 Billion
Stocks 90
Filing on Jan 13, 2026 Q4 2025

Sage Advisors, LLC

  • ORCC
  • LLY
  • ARCC
  • BNL
  • AAPL
  • AMZN
  • BRK-B
Sage Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 151 Billion
Stocks 48
Filing on Jan 13, 2026 Q4 2025

Fsa Investment Group, LLC

  • SCHX
  • RSP
  • SCHP
  • VTHR
  • BAR
  • AGG
  • VXUS
Fsa Investment Group, LLC's Q4 2025 Portfolio
Portfolio Value 164 Billion
Stocks 38
Filing on Jan 13, 2026 Q4 2025

Geremia Financial Services, LLC

  • NVDA
  • GS
  • AAPL
  • F
  • META
  • SOXX
  • MSFT
Geremia Financial Services, LLC's Q4 2025 Portfolio
Portfolio Value 121 Billion
Stocks 10
Filing on Jan 13, 2026 Q4 2025

Value Holdings Management Co. LLC

  • EME
  • ROL
  • PRIM
  • WAB
  • MKSI
  • XOM
  • MTDR
Value Holdings Management Co. LLC's Q4 2025 Portfolio
Portfolio Value 598 Million
Stocks 29
Filing on Jan 13, 2026 Q4 2025

Corbyn Investment Management Inc

  • EME
  • RSG
  • MYRG
  • KBR
  • GOOG
  • JCI
  • WRB
Corbyn Investment Management Inc's Q4 2025 Portfolio
Portfolio Value 192 Million
Stocks 69
Filing on Jan 13, 2026 Q4 2025

Quadratic Capital Management LLC

  • SCHP
  • VGLT
Quadratic Capital Management LLC's Q4 2025 Portfolio
Portfolio Value 396 Million
Stocks 2
Filing on Jan 13, 2026 Q4 2025

Long View Wealth Management

  • SCHD
  • ILCG
  • AAPL
  • HD
  • CGGR
  • SCHX
  • FBND
Long View Wealth Management's Q4 2025 Portfolio
Portfolio Value 414 Billion
Stocks 249
Filing on Jan 13, 2026 Q4 2025

Stonehearth Capital Management, LLC

  • VLUE
  • MTUM
  • DFAI
  • SCHD
  • OUSM
  • VWO
  • VEA
Stonehearth Capital Management, LLC's Q4 2025 Portfolio
Portfolio Value 246 Million
Stocks 96
Filing on Jan 13, 2026 Q4 2025

Fort Washington Investment Advisors Inc

  • MSFT
  • CTAS
  • GOOG
  • AAPL
  • META
  • AMZN
  • NVDA
Fort Washington Investment Advisors Inc 's Q4 2025 Portfolio
Portfolio Value 17.6 Billion
Stocks 457
Filing on Jan 13, 2026 Q4 2025

Synergy Asset Management, LLC

  • MSFT
  • NVDA
  • BIL
  • AAPL
  • SGOV
  • AMZN
  • GOOGL
Synergy Asset Management, LLC's Q4 2025 Portfolio
Portfolio Value 902 Million
Stocks 227
Filing on Jan 13, 2026 Q4 2025

Cmh Wealth Management LLC

  • NOW
  • GOOGL
  • MSFT
  • AMZN
  • AAPL
  • VFH
  • LLY
Cmh Wealth Management LLC's Q4 2025 Portfolio
Portfolio Value 434 Million
Stocks 53
Filing on Jan 13, 2026 Q4 2025

21 West Wealth Management LLC

  • VOO
  • JMUB
  • MUB
  • JEPQ
  • JEPI
  • VCIT
  • VIG
21 West Wealth Management LLC's Q4 2025 Portfolio
Portfolio Value 109 Billion
Stocks 62
Filing on Jan 13, 2026 Q4 2025

Fc Advisory LLC

  • MGK
  • VEU
  • VXF
  • VUG
  • AGG
  • DGRO
  • BIV
Fc Advisory LLC's Q4 2025 Portfolio
Portfolio Value 333 Million
Stocks 117
Filing on Jan 13, 2026 Q4 2025

New Covenant Trust Company, N.A.

  • VTI
  • VXUS
  • ESGV
  • BND
  • VSGX
  • VOO
  • AAPL
New Covenant Trust Company, N.A.'s Q4 2025 Portfolio
Portfolio Value 111 Billion
Stocks 90
Filing on Jan 13, 2026 Q4 2025

Waller Financial Planning Group, Inc

  • IVV
  • SPYG
  • EFV
  • SPYV
  • VBR
  • IGEB
  • SPAB
Waller Financial Planning Group, Inc's Q4 2025 Portfolio
Portfolio Value 443 Million
Stocks 75
Filing on Jan 13, 2026 Q4 2025

Two West Capital Advisors LLC

  • DFAU
  • BNDW
  • DFAC
  • DFAI
  • SCHP
  • DFAE
  • IVV
Two West Capital Advisors LLC's Q4 2025 Portfolio
Portfolio Value 172 Billion
Stocks 96